Stocks/Bonds 40/60 vs Dynamic 40/60 Income Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 Portfolio obtained a 7.00% compound annual return, with a 6.99% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 6.97% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 40/60 Portfolio Dynamic 40/60 Income Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
30 Years Stats Return +7.00% +6.97%
Std Dev 6.99% 8.12%
Max Drawdown -19.17% -29.84%
All time Stats
(Since Jan 1992)
Return +7.09% +7.35%
Std Dev 6.83% 7.90%
Max Drawdown -19.17% -29.84%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 40/60 Portfolio +1.32 +6.96 +13.37 +6.01 +5.74 +7.00 +7.09
Dynamic 40/60 Income Portfolio +1.39 +7.18 +11.29 +4.31 +4.54 +6.97 +7.35
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since March 1994, now would be worth 7.61$, with a total return of 661.45% (7.00% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since March 1994, now would be worth 7.55$, with a total return of 655.43% (6.97% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1992, now would be worth 9.05$, with a total return of 804.99% (7.09% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.79$, with a total return of 879.45% (7.35% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Stocks/Bonds 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-17.33% Jan 2022 Sep 2022 (9) In progress (26) 10.43
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.59% Sep 2000 Sep 2002 (25) May 2003 (33) 4.25
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.25% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.81
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.10% Mar 1994 Jun 1994 (4) Jan 1995 (11) 2.30
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.97% Mar 1994 Jun 1994 (4) Mar 1995 (13) 2.55
-3.96% May 2010 Jun 2010 (2) Sep 2010 (5) 2.10
-3.79% Apr 2000 May 2000 (2) Aug 2000 (5) 1.92

Drawdown comparison chart since January 1992.

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Stocks/Bonds 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-17.33% Jan 2022 Sep 2022 (9) In progress (26) 10.43
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.59% Sep 2000 Sep 2002 (25) May 2003 (33) 4.25
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.25% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.81
-5.98% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.72
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.96% May 2010 Jun 2010 (2) Sep 2010 (5) 2.10
-3.79% Apr 2000 May 2000 (2) Aug 2000 (5) 1.92

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+1.67%
0.00%
+2.02%
0.00%
2023
+13.66%
-6.58%
+11.97%
-4.99%
2022
-15.67%
-18.63%
-14.37%
-17.33%
2021
+9.15%
-2.56%
+6.72%
-1.83%
2020
+13.04%
-8.09%
+8.28%
-12.42%
2019
+17.57%
-1.77%
+15.91%
-1.51%
2018
-2.15%
-5.36%
-3.18%
-5.09%
2017
+10.63%
-0.00%
+9.18%
0.00%
2016
+6.64%
-1.57%
+7.53%
-1.95%
2015
+0.48%
-3.41%
+0.21%
-4.06%
2014
+8.51%
-1.20%
+7.01%
-1.44%
2013
+12.12%
-1.84%
+6.13%
-3.06%
2012
+8.47%
-2.11%
+12.70%
-2.72%
2011
+5.14%
-4.76%
+2.96%
-7.19%
2010
+10.69%
-3.96%
+11.25%
-3.72%
2009
+13.74%
-8.68%
+22.37%
-15.04%
2008
-10.67%
-14.39%
-14.80%
-23.51%
2007
+6.30%
-1.93%
+0.88%
-3.23%
2006
+8.84%
-1.40%
+9.18%
-1.29%
2005
+3.96%
-1.77%
+5.23%
-1.76%
2004
+7.66%
-2.46%
+8.41%
-3.31%
2003
+14.68%
-1.08%
+21.64%
-1.30%
2002
-3.23%
-6.97%
+1.03%
-6.73%
2001
+0.67%
-5.62%
+8.71%
-3.24%
2000
+2.61%
-4.51%
+3.43%
-4.13%
1999
+9.07%
-2.57%
+11.02%
-2.15%
1998
+14.45%
-6.25%
+6.04%
-9.38%
1997
+18.06%
-2.41%
+16.36%
-2.49%
1996
+10.53%
-2.15%
+16.81%
-1.12%
1995
+25.22%
0.00%
+23.17%
0.00%
1994
-1.66%
-5.98%
-3.19%
-5.36%
1993
+10.06%
-1.23%
+14.73%
-0.57%
1992
+7.93%
-1.27%
+12.95%
-0.70%